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Top Ideas From The 2019 Sohn Conference: AerCap, Cigna, 3M, Zillow And More

Some of the best minds on Wall Street lent a peek into their portfolios at Monday’s Ira Sohn Investment Conference. Here are some of their recent plays.

David Einhorn

The Greenlight Capital founder is long AerCap Holdings N.V. (NYSE: AER) as it trades at a 50-percent discount to GATX Corporation (NYSE: GATX). Einhorn is short the latter.

“Neither has consumer-facing businesses, and both have terrible news. AerCap operates in a growing industry with a favorable outlook,” he said. “We think the market has it wrong.”

Ryan Heslop

Firefly Value Partners is short Community Health Systems (NYSE: CYH) and forecasts a bankruptcy filing within the next few years. By Heslop’s assessment, it’s taken on too much debt after an “acquisition binge.”